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How PrecisionLender Helps Banks Cross-Sell

Receive timely, contextual information for better client conversations and cross-selling.

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PrecisionLender offers timely cross-sell suggestions while structures and products are still being discussed.

  • “Delivery to Promise” functionality makes all that cross-sell information readily available.
  • "Deal Team" functionality allows you to easily add bankers to the “team,” ensuring they’re all collaborating on the same deal, seeing the same reporting
  • Bankers can keep their clients accountable, and sales managers can do the same with their teams